See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,041 | $67,606+5.1% | $82,313-13.7% | $70,131+1.3% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.9%-38.7pp | 69.5%-31.4pp |
| Annual return | 19.57% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,835 | $2,987-38.6% | $3,706-50.5% | $3,332-44.9% |
| Admin fee / account holder | $796 | $4,512-82.4% | $5,608-85.8% | $4,645-82.9% |